2025年10月12日 星期日

為何數據中心不更多地使用綠色能源? (2/2)

Recently the New York Times reported the following:


Why Don’t Data Centers Use More Green Energy? (2/2)

Reliance on fossil fuels is almost unavoidable — at least for now.

The New York Times - By Evan Gorelick

Sept. 27, 2025, 8:00 a.m. ET

(continue)

Nuclear

That’s where nuclear plants come in. They have smaller footprints, generate steady power and, like renewables, emit no carbon.

But they’re expensive. That’s why the nuclear industry has been in a decades-long rut. It boomed back in the 1970s, when the global energy crisis quadrupled oil prices. But Americans’ enthusiasm for nuclear energy soured after a series of headline-grabbing accidents, like the 1979 partial meltdown at Three Mile Island.

Around the same time, our electricity needs started to decline — which tends to happen in mature economies. Oil prices came down, so we stopped building nuclear reactors.

The industry has been groping for a good sales pitch ever since. With A.I., it finally has one: Energy demand is soaring, and nuclear companies can help fill the gap.

A slight snag: They’ll need another seven or eight years to do it, best-case scenario, said Jacopo Buongiorno, a nuclear science professor at M.I.T. That’s how long it takes to build new nuclear plants.

So, it’s a gamble: Tech companies investing in nuclear power (Microsoft, Google and Amazon, among others) are betting billions that A.I. demand will continue to rise a decade from now, when those nuclear facilities open for business. But it’s not clear their bets will pan out.

Fossil Fuels

The U.S. has vast natural gas reserves in underground reservoirs and offshore deposits, so it’s cheap and available. And the infrastructure to harness it can be ready fast: “A year or two, and you have a gas plant,” Buongiorno said.

If data centers continue expanding at their going rate, their energy needs will far surpass the current supply by 2030. So tech companies that need to bridge that widening gap are reaching for fossil fuels. Natural gas is already the top power source for U.S. data centers, according to the International Energy Agency, and it’s on track to dominate through at least 2030.

The only other energy source that can be deployed in one to two years — aligning with the construction timeline for most data centers — is solar, which has its own drawbacks.

Trump’s policies are only making natural gas more attractive. The administration was already subsidizing fossil fuels, and now it’s eliminating regulations and green-energy tax credits to bolster them further. President Trump says the new policies will help American companies develop A.I. tools unencumbered by pesky rules and oversight. Climate advocates say he’s stacking the deck for the fossil lobby.

His plan may work. It may also accelerate climate change by pumping heat-trapping gases into an atmosphere already at its highest-recorded temperature ever. For now, though, tech companies are seeing an opportunity to invest.

Translation

為何數據中心不更多地使用綠色能源? (2/2)

對化石燃料的依賴幾乎不可避免 - 至少目前是如此

(繼續)

核能

這正是核電廠可派上用場。它們佔地面積小,發電穩定,而且像再生能源一樣,不會排放碳。

但它們價格昂貴。這就是為什麼核工業幾十年來一直處於低迷狀態。核工業在1970年代蓬勃發展,當時全球能源危機導致油價翻了兩番。但在一系列引人注目的事故(例如1979年三哩島核電廠部分熔毀)之後,美國人對核能的熱情逐漸消退。

大約在同一時期,我們的電力需求開始下降 - 這在成熟經濟體中往往是常有的事。油價下跌,所以我們停止了核反應爐的建造。

自那以後,核能產業一直在摸索一個好的賣點。在人工智能出現後它終於找到了:能源需求飆升,而核能公司可以幫助填補這一缺口。

有一个小小的障碍是:麻省理工学院核科学教授Jacopo Buongiorno表示,他們至少還需要七至八年才能實現這一目標,而這正是建造新核電站所需的時間。

所以,這是一場賭博:投資核能的科技公司(包括微軟、谷歌和亞馬遜)押注數十億美元,認為十年後,當這些核電站投入運營時,人工智慧的需求將持續增長。但目前尚不清楚他們的賭注是否會成功。

化石燃料

美國擁有豐富的地下和離岸天然氣儲量,因此價格低廉且易於取得。而且,利用天然氣的基礎設施可以快速建成:Buongiorno: 「一兩年就能建好一座天然氣廠」

如果數據中心繼續以目前的速度擴張,到2030年,其能源需求將遠遠超過目前的供應量。因此,需要彌補這一日益擴大的缺口的科技公司正在轉向化石燃料。根据国际能源署的数据,天然氣已經成為美國數據中心的主要電力來源,並且至少在2030年之前仍將保持主導地位。

唯一能够在一到两年内部署的能源 - 与大多数數據中心的建设时间表一致 - 是太阳能,但它也有自身的缺点。

特朗普的政策只會讓天然氣更具吸引力。政府已經在補貼化石燃料,現在取消了相關法規和綠色能源稅收抵免,以進一步支持化石燃料。特朗普總統表示,新政策將有助於美國公司開發人工智能工具,使其不受繁瑣的規則和監管的束縛。氣候倡議者表示,他正在為幫助化石燃料遊說團體鋪路。

他的計劃或許會奏效。它還可能透過向已達到歷史最高溫度的大氣中排放吸熱氣體令氣候變遷而加速。不過,目前科技公司看到了投資機會。

So, OpenAI, Amazon, Google, Meta and Microsoft are together pushing to speed up the construction of A.I. data centers. Theses companies want the latest processors, cooling systems, facilities that demand huge amount of electricity. In the U.S., more than half of that power is coming from fossil fuels. But fossil fuels may accelerate climate change and that’s where nuclear plants come in. But the problem is that they will need seven or eight years to build. Let’s wait and see how the problem will be solved. Apparently, our environment is paying a price for the development of A.I.

2025年10月11日 星期六

為何數據中心不更多地使用綠色能源? (1/2)

Recently the New York Times reported the following:


Why Don’t Data Centers Use More Green Energy? (1/2)

Reliance on fossil fuels is almost unavoidable — at least for now.

The New York Times - By Evan Gorelick

Sept. 27, 2025, 8:00 a.m. ET

It’s been a big week for A.I. data centers. That means it’s also been a big week for coal and natural gas.

Nvidia this week announced a $100 billion investment to support OpenAI’s enormous build-out of data centers that use its chips. The next day, OpenAI said it had signed deals with SoftBank and Oracle to build five new data centers as part of the Stargate Project, a $500 billion plan for A.I. infrastructure. (The three companies unveiled it at the White House back in January.)

The announcements are the latest in a global push to speed the construction of A.I. data centers. OpenAI, Amazon, Google, Meta and Microsoft are together spending more than $325 billion on them by the end of the year. To stay on the bleeding edge, the companies want the latest processors, cooling systems, facilities — all running 24/7 on mind-bending quanta of electricity.

In the U.S., more than half of that power is coming from fossil fuels.

President Trump, who called green energy a “scam” at the U.N. General Assembly this week, has enthusiastically endorsed natural gas, coal and oil. He has also subsidized them. As part of his official A.I. plan, he pledged to scrap “radical climate dogma and bureaucratic red tape” and fast-track fossil fuel projects instead.

But there are reasons beyond politics that help explain why smog-spewing fossil fuels have become the go-to power source for futuristic data centers. The pairing is almost unavoidable — at least for now.

Renewables

Sprawling solar farms, windmills and hydroelectric dams are the best energy options for the planet, and usually the cheapest. Their economic upside has made them, collectively, the fastest-growing power source for data centers worldwide.

But renewables often can’t shoulder the load alone, despite being a major part of the A.I. power plan. That’s because servers hum and whir around the clock — not just when the sun is up or the wind is blowing. They demand a constant, stable flow of electricity. If power falters, even for a few seconds, companies lose thousands of dollars, sometimes more.

There’s a fix: Companies can pair solar and wind farms with massive batteries that store power and then release it in a steady stream. But storing energy that way is relatively pricey and may still fall short of providing the nonstop energy that data centers need. “Batteries are a great way to shift daytime electricity to evening electricity — but not a great way to shift July electricity to January electricity,” said Matthew Bunn, a professor at Harvard who studies energy policy. So even the greenest facilities rely on fossil fuels or the local grid for backup, he told DealBook.

Another challenge: The biggest data center campuses will consume multiple gigawatts of power. (As part of this week’s deal, OpenAI agreed to use Nvidia chips in at least 10 gigawatts’ worth of data centers.) To continuously produce just a single gigawatt, a renewable-energy plant would need around 12.5 million solar panels — enough to cover nearly 5,000 football fields. Wind turbines would need even more room. Many data centers near cities and towns don’t have that kind of space.

(to be continued)

為何數據中心不更多地使用綠色能源? 1/2

對化石燃料的依賴幾乎不可避免 - 至少目前是如此。

對人工智能數據中心來說,這一周是意義非凡的。這意味著,對於煤炭和天然氣來說,這也是一個意義非凡的一週。

英偉達本週宣布投資1,000億美元,支持OpenAI使用其晶片大規模建設數據中心。第二天,OpenAI宣佈已與軟銀和甲骨文簽署協議,將建造五個新的數據中心,作為「星際之門」計劃​​的一部分。 「星際之門」計劃​​是一項耗資5,000億美元的人工智能基礎設施計劃。 (這三家公司於今年1月在白宮公佈了該計劃。)

這些聲明是全球加速人工智能數據中心建造置最新舉措。截至今年底,OpenAI、亞馬遜、GoogleMeta 和微軟在這些領域的總投資額將超過 3,250 億美元。為了保持領先地位,這些公司需要最新的處理器、冷卻系統和設施 - 所有這些都需要全天候運行,耗電量驚人。

在美國,超過一半的電力來自化石燃料。

一向稱綠色能源是騙局” 的特朗普總統本週在聯合國大會上熱情地支持天然氣、煤炭和石油,並對這些能源進行補貼。作為其官方人工智能計劃的一部分,他承諾將廢除激進的氣候教條和官僚主義的繁文縟節,轉而加速化石燃料計劃的推進。

但除了政治因素之外,還有一些其他原因可以解釋為什麼排放著霧霾的化石燃料已成為未來數據中心的首選能源。這種組合幾乎是不可避免的 - 至少目前是如此。

 

再生能源

龐大的太陽能發電場、風力發電場和水力發電大壩是地球最佳的能源選擇,通常也是最便宜的。它們的經濟優勢使其成為全球數據中心成長最快的電力來源。

然而,儘管再生能源是人工智能電力規劃的重要組成部分,但它們往往無法獨自承擔全部負荷。這是因為服務器晝夜不停地運轉 - 不僅僅是在太陽或有風的時候。它們需要持續穩定的電力供應。即使只有幾秒鐘的斷電,公司也會損失數千美元,有時甚至更多。

有一個解決辦法:公司可以將太陽能發電場和風力發電場與大型電池配對,這些電池可以儲存電能,然後穩定地釋放電能。但這種儲存電能的方式成本相對較高,而且可能仍無法滿足數據中心不間斷供電的需求。 哈佛大學研究能源政策的教授Matthew Bunn表示: 「電池是將白天電力轉換為晚上電力的好方法,但並非將七月電力轉換為一月電力的好方法」。他告訴 DealBook 説,因此即使是最環保的設施也依賴化石燃料或當地電網作為備用電源。

另一個挑戰是:最大的數據中心園區將消耗數千兆瓦的電力。 (作為本週協議的一部分,OpenAI 同意在至少 10 千兆瓦的數據中心中使用英偉達晶片。)為了持續生產一千兆瓦的電力,一座可再生能源廠就需要大約 1,250 萬塊太陽能電池板 - 足以覆蓋近 5,000 個足球場。風力渦輪機需要更大的空間。許多靠近城鎮的數據中心沒有這樣的空間。

(待續)

2025年10月9日 星期四

China's Internet Censors Target "Pessimism" as Young People Face Dim Prospects

 Recently CNN.co.jp reported the following:

中国のネット検閲、新たな標的は「悲観主義」 若者の将来の見通し暗く

2025.09.24 Wed posted at 20:07 JST

(CNN) 中国の強力なインターネット検閲当局は長年にわたり、共産党指導部への批判や政治的異議、敏感な歴史的事案への言及を削除することで知られてきた。そして、今、検閲の矛先は新たな脅威に向けられている。悲観的な態度だ。

中国のネット規制当局である国家インターネット情報弁公室(CAC)は22日、SNSやライブ配信、短編動画プラットフォーム上で広がる悲観的な言説を取り締まる全国的な2カ月間のキャンペーンを発表した。

CACは発表で、取り締まりの対象となるコンテンツのなかには、「社会現象を悪意を持って誤解し、否定的な事例を恣意(しい)的に誇張し、虚無主義的あるいは否定的な世界観を広める機会として利用しているものがある」と指摘。過度に自分を卑下したり、絶望感や否定的な感情を増幅させたりして、他人にも追随するよう促すものもあるとしている。

不動産危機に端を発した長期にわたる景気の低迷が、特に若者の間で消費者心理を冷え込ませ、消費を抑制し、失業率を押し上げ、将来の見通しを暗くしている。こうした心情が、2021年に中国のネットで注目を集めた「寝そべり族」と呼ばれる、ストレスのないシンプルな暮らしを志向する若者たちのライフスタイルの登場につながった。

寝そべり族をめぐっては最近、自身のライフスタイルを記録することで知られる複数のブロガーから、動画の削除やアカウントの禁止が報告されていた。

CACは投稿内容を十分に監視していないとして複数のネット企業に処分を下している。SNSの微博(ウェイボー)や、動画投稿アプリ大手「快手」、中国版インスタグラムの「小紅書(シャオホンシュー)」などが今月に入り、有名人の新情報や些末(さまつ)な話題を過剰に盛り上げるような「有害」な情報が表示されることを許したとして処分を受けた。

CACによれば、取り締まりの対象は「集団間の過激な対立をあおる」「恐怖や不安を広める」「ネット上の暴力や敵意を助長する」ようなコンテンツにも及ぶ。

経済に関するうわさや、個人情報の漏えい、「努力は無駄だ」といった敗北主義的な言説も監視対象となる。就職や恋愛、教育に関する不安を悪用して講座や関連商品を売り込む「不安をあおる」コンテンツも含まれるという。

シンガポール国立大学で中国政治を専門とするジャ・イアン・チョン教授は、中国国民の間には、個人の将来に対する「意欲の著しい欠如、あるいは悲観的な見方」が見られると指摘した。

チョン氏は、中国当局が経済成長を推進するため消費者の信頼感を高め、消費拡大を促そうとするのは「当然予想される」とし、「その一つの方法が、ネット上の世論を管理することかもしれない」と述べた。

中国経済は依然として内外のさまざまな課題に直面しており、年5%の経済成長目標の達成に圧力がかかっている。国家統計局の発表によると、8月の工業生産と小売売上高の伸びは、それぞれ1年ぶりと9カ月ぶりの低水準に落ち込んだ。

8月の学生を除く16〜24歳の失業率は18.9%と、2年ぶりの高水準となった。

チョン氏は、今回の取り締まりでネット上の言論の雰囲気は変わる可能性があるものの、より良い生活やキャリアの見通しがなければ全体的な空気は変わらないだろうと指摘。中国のネット利用者はこれまでもそうしてきたように、自らの思いを表現する新たな方法を見つけるだろうと言い添えた。

最近では、経済減速を背景に「ネズミ人間」と呼ばれる若者たちの動きがネット上に登場している。外出を避けて布団に潜り込んだり宅配に頼ったりするなど、ネズミのようなライフスタイルを送っている。

「政府は、こうした新しい用語や表現が出現するたびに取り締まろうとするだろうが、それらは進化し続けるだけだ」とチョン氏は述べた。

Translation

China's Internet Censors Target "Pessimism" as Young People Face Dim Prospects

(CNN) China's powerful internet censors had long been known for removing criticism of Communist Party leadership, political dissent, and references to sensitive historical events. Now, the censors were targeting a new threat: the pessimistic attitude.

China's internet regulator, the State Internet Office (CAC), announced a nationwide, two-month campaign on September 22 to crack down on pessimistic discourse spreading on social media, live streaming, and short video platforms.

In its announcement, the CAC noted that some of the content targeted "maliciously misinterprets social phenomena, arbitrarily exaggerates negative examples, and uses them as an opportunity to spread a nihilistic or negative worldview." There were occasions in trying to make others to follow suit in unduly humble oneself, excessively self-deprecating, or amplifying feelings of despair and negativity.

The prolonged economic downturn, triggered by the real estate crisis, had dampened consumer confidence, particularly among young people, it curbed consumption, drove up unemployment and casted bleak prospects for the future. These sentiments had led to the emergence of a lifestyle known as the "Lying Down Group," that attracted attention online in China in 2021, it was a movement of young people seeking a stress-free, simple life.

Recently, in connection with the Lying Down Group movement, several bloggers known for documenting their lifestyles had reported that they had their videos deleted or their accounts banned

The CAC had disciplined several internet companies for failing to adequately monitor content. Entering this month, social media platform Weibo, major video-sharing app Kuaishou, and China's version of Instagram, Xiaohongshu, were among those disciplined for allowing the excessive display of "harmful" information of about celebrity and on trivial topics.

According to the CAC, the crackdown would be extended to contents that "incite violent intergroup conflict," "spreads fear and anxiety," and "promote online violence and hostility."

Economic rumors, personal information leaks, and defeatist rhetoric such as "effort is futile" would also be targets for monitoring. It also included using " Anxiety inciting " content to exploit people's anxieties about jobs, relationships, and education so as to sell talks and related products.

Jia-Ian Chong (ジャ・イアン・チョン), a professor of Chinese politics at the National University of Singapore, pointed out that there was an " A significant lack of will or a pessimistic outlook" among Chinese people about their personal future.

Chong said it was "naturally expected" that Chinese authorities would try to boost consumer confidence and encourage increased consumption in order to promote economic growth, but also "One way to do this may be to manage online public opinion."

China's economy continued to face various challenges both domestically and internationally, and was under pressure to achieve its 5% annual economic growth target. According to the National Bureau of Statistics, industrial production and retail sales growth in August fell to their lowest levels in a year and nine months, respectively.

The unemployment rate for 16–24-year-old (excluding students) in August hit 18.9%, the highest level in two years.

Chong said that while the crackdown might change the tone of online discourse, the overall atmosphere was unlikely to change without better life and career prospects. He added that Chinese internet users would continue to find new ways to express themselves, as they had done so far.

Recently, amid the economic slowdown, a movement of young people nicknamed "Rat Man" had recently emerged online. They were people living a rat-like lifestyle, avoiding going out and sneaking into beds or relying on delivery services.

Chong said, "The government will try to crack down on these new terms and expressions every time they emerge, but they will only continue to evolve."

              So, China will crack down on pessimistic discourse that are spreading on social media, live streaming, and short video platforms. China's economy continues to face various challenges both domestically and internationally. Probably, the government will try to crack down on suspicious new terms and expressions every time they emerge. Apparently, the overall atmosphere is unlikely to change without better life and career prospects, and that Chinese internet users will continue to find new ways to express themselves.

2025年10月7日 星期二

特朗普稱基輔可以從俄羅斯手中奪回整個烏克蘭

Recently Google News on-line picked up the following:

Kyiv can win all of Ukraine back from Russia, Trump says

BBC - Ruth Comerford and Anthony Zurcher

24 Sept. 2025

US President Donald Trump has said Kyiv can "win all of Ukraine back in its original form", marking a major shift in his position on the war with Russia.

In a post on his Truth Social platform, he said Ukraine could get back "the original borders from where this war started" with the support of Europe and Nato, due to pressures on Russia's economy.

His comments came after talks with Ukrainian President Volodymyr Zelensky, held after Trump had addressed the UN General Assembly in New York on Tuesday.

Trump has repeatedly expressed his desire to end the war, but has previously warned that process would likely involve Ukraine giving up some territory, an outcome Zelensky has consistently rejected.

In his post, Trump added Ukraine could "maybe even go further than that", but did not specify what he was referring to.

He also made no reference to Crimea, which was invaded and annexed by Russia in 2014. Russia launched its full-scale invasion of Ukraine in 2022.

Trump said his position had changed "after getting to know and fully understand the Ukraine/Russia military and economic situation".

"Putin and Russia are in BIG Economic trouble, and this is the time for Ukraine to act," he added, labelling Russia as a "paper tiger".

Zelensky hailed the "big shift" in Trump's position, and speaking to reporters in the UN building, said he understood the US was willing to give Ukraine security guarantees "after the war is finished".

Pressed on what this would look like, he added: "I don't want to lie, we don't have specific details," but broached the possibility of more weapons, air defenses and drones.

Earlier on Tuesday, following his speech to the UN, Trump also said Nato nations should shoot down Russian planes breaching their airspace, following a series of recent incursions by Russian fighter jets and drones.

Last week, Estonia and Poland requested a consultation with other Nato members after Russia violated its airspace in separate incidents. Romania, another Nato member, also said Russian drones breached its airspace.

Russia denied violating Estonia's airspace, while it insisted the Polish incursion was not deliberate and did not comment on the Romania incident.

Asked if the US would support its Nato allies if they shot down Russian aircraft, Trump said it "depends on the circumstance" and praised the military alliance for increasing defence spending.

"Nato has stepped up," he said, referring to an agreement by leaders to ramp up defence spending to 5% of their countries' economic output by 2035.

In his speech hours earlier, Trump criticised some Nato members for not ceasing the purchase of Russian energy, saying they were "funding a war against themselves".

Tuesday's Truth Social post represents an about-face after Trump spent most of the year insisting that Ukraine's situation was dire.

In February, Trump told Zelensky during their fiery Oval Office exchange that he did "not have the cards right now" to prevail against a larger, more populous nation in a war of attrition.

Before talks with Russian President Vladimir Putin in Alaska in August, Trump said he would try to get some territory back for Ukraine but warned there would be "some swapping, changes in land".

There were reports he was planning to press Zelensky to surrender the entirety of the eastern Ukrainian regions of Donetsk and Luhansk in return for Russia freezing the rest of the front line - a proposal put forward by Putin in Alaska.

Trump has also repeatedly threatened to impose tougher measures on Russia, but has so far failed to take any action when the Kremlin ignored his deadlines and threats of sanctions.

Unpredictability has long been one of the US president's foreign policy trademarks, and perhaps this latest move is an attempt to shake up peace negotiations that have been stagnant for more than a month after Trump hosted Russian President Vladimir Putin at a summit in Alaska.

The most notable portion of Trump's post may be the way it ended - with an assurance the US would continue to sell arms to Nato that it could then pass along to Ukraine.

It is not the seemingly near open-ended commitment to the war effort that the Biden administration provided, but it is more than Trump seemed interested in offering at times this year.

Translation:

特朗普稱基輔可以從俄羅斯手中奪回整個烏克蘭

美國總統特朗普表示,基輔可以 奪回整個原有的烏克蘭 ,這標誌著他在對俄戰爭立場上的重大轉變。

他在自己的「真相社交」平台上發文稱,由於俄羅斯經濟面臨壓力,烏克蘭可以在歐洲和北約的支持下,奪回「戰爭爆發時的原有邊界」。

特朗普是在周二於紐約聯合國大會發表講話後與烏克蘭總統澤連斯基舉行會談後發表上述言論的。

特朗普曾多次表達結束戰爭的願望,但此前曾警告稱,這一進程可能涉及烏克蘭放棄部分領土,而澤連斯基一直拒絕接受這一結果。

特朗普在貼文中補充說,烏克蘭 甚至可能走得更遠 ,但沒有具體說明他指的是什麼。

他也沒有提及克里米亞。克里米亞於2014年被俄羅斯入侵併吞。俄羅斯於2022年對烏克蘭發動了全面入侵。

特朗普表示,他的立場「在得悉並充分理解烏克蘭/俄羅斯的軍事上和經濟狀上況後」發生了改變。

他補充說:「普京和俄羅斯正面臨巨大的經濟困境,現在是烏克蘭採取行動的時候了」。他也將俄羅斯稱為「紙老虎」。

澤連斯基對特朗普立場的「重大轉變」表示歡迎,並在聯合國大樓對記者表示,他理解美國願意在「戰爭結束後」向烏克蘭提供安全保障。

當被問及具體情況時,他補充說:「我不想撒謊,我們沒有具體細節」。但他提到了部署更多武器、防空系統和無人機的可能性。

週二早些時候,特朗普在聯合國發表演說後還表示,北約國家應該擊落侵犯其領空的俄羅斯飛機,此前俄羅斯戰鬥機和無人機近期多次入侵。

上週,在俄羅斯分別侵犯其領空後,愛沙尼亞和波蘭請求與其他北約成員國進行磋商。另一個北約成員國羅馬尼亞也表示,俄羅斯無人機侵犯了其領空。

俄羅斯否認侵犯了愛沙尼亞領空,同時堅稱波蘭的入侵並非故意,也未對羅馬尼亞事件發表評論。

當被問及如果北約盟國擊落俄羅斯飛機,美國是否會提供支援時,特朗普表示 視情況而定 ,並讚揚北約增加國防開支。

他表示: 「北約已經加大了力度」,他指的是各國領導人達成的一項協議,即到2035年將國防開支增加到各國經濟產出的5%

在演講幾個小時前,特朗普批評一些北約成員國沒有停止購買俄羅斯能源,稱他們「是在資助一場針對自己的戰爭」。

週二在「真相社交」網站上發佈的推文代表了特朗普態度的徹底轉變,此前一年大部分時間特朗普都在堅稱烏克蘭局勢嚴峻。

今年2月,特朗普在橢圓形辦公室與澤連斯基激烈交流時表示,澤連斯基手中「現在沒有牌」在一場消耗戰中去戰勝一個幅員遼闊、人口眾多的國家。

8月,特朗普在與俄羅斯總統普京在阿拉斯加會談之前表示他將努力為烏克蘭奪回部分領土,但警告稱,將會進行「一些土地交換」。

據報道,他計劃向澤連斯基施壓,要求其交出烏克蘭東部頓涅茨克和盧甘斯克地區的全部領土,以換取俄羅斯凍結剩餘前線 - 這是普京在阿拉斯加提出的建議。

特朗普也曾多次威脅要對俄羅斯採取更嚴厲的措施,但在克里姆林宮無視他的最後期限和製裁威脅後,特朗普迄今未能採取任何行動。

長期以來, 不可預測性一直是美國總統外交政策的標誌之一,或許這項最新舉動是為了打破停滯的和平談判。自特朗普在阿拉斯加會見俄羅斯總統普京後,談判停滯了一個多月。

特朗普這篇貼文最引人注目的部分可能是它結尾 - 他保證美國將繼續向北約出售武器,然後轉交給烏克蘭。

這雖然不像拜登政府那樣對戰爭努力做出看似無限的承諾,但這已比特朗普今年的間中作出的承諾來得多。

So, Donald Trump has said that Kyiv can "win all of Ukraine back in its original form", indicating a major shift in his position on the war with Russia. What is important is that he will continue to sell arms to NATO to pass them along to Ukraine. Trump’s foreign policy is often unpredictable, and perhaps this latest move is an attempt to shake up peace negotiations that have been stagnant after his meeting with  Putin in Alaska. Let’s wait and see what will happen next.

2025年10月6日 星期一

International Research Team Discovers Massive Black Holes in Seven Galaxies

 Recently NHK News on-line reported the following:

巨大ブラックホール 7個の銀河の中に発見 国際研究チーム

2025919 2147

ハワイにある「すばる望遠鏡」で見つけた複数の銀河について、宇宙空間にある望遠鏡で詳しく調べたところ、7個の銀河の中に、ちりに覆われた巨大ブラックホールを発見したと、国際研究チームが発表しました。

日本の国立天文台などの国際研究チームは、「すばる望遠鏡」で見つけた、はるか遠くにある11の銀河について、宇宙空間から天体観測を行う「ジェームズ・ウェッブ宇宙望遠鏡」を使って詳しく調べました。

その結果、このうち7個の銀河について、ブラックホールがあることを裏付ける「クェーサー」が放った光を検出したということです。

クェーサーは、宇宙のガスやちりなどがブラックホールに飲み込まれていく際に強烈な光を放つもので、研究チームは、7個の銀河の中に巨大ブラックホールがあることを確認したとしています。

研究チームによりますと、見つかった巨大ブラックホールは、銀河のちりに覆われているため、地上の望遠鏡では、クェーサーからの光を見つけられませんでしたが、宇宙望遠鏡を使うことで、クェーサーからの微弱な赤外線を検出できたということです。

研究チームの1人で、愛媛大学の松岡良樹准教授は「銀河を見つける広い視野をもつ、すばる望遠鏡と、視野は狭いものの極めて高い感度をもつ宇宙望遠鏡の組み合わせが、非常に強力なことを示す成果だ」と話しています。

Translation:

International Research Team Discovers Massive Black Holes in Seven Galaxies

An international research team announced that they discovered massive black holes shrouded in dust in seven of the galaxies discovered by using the Subaru Telescope in Hawaii, and also after using a telescope in space to closely examine them.

An international research team, including members from Japan's National Astronomical Observatory, used the James Webb Space Telescope which conducted astronomical observations from space, conducted detailed observations of 11 distant galaxies discovered using the Subaru Telescope.

As a result, in seven of these galaxies, light emitted by "quasars" which used to confirm the existence of black holes was detected.

Quasars emitted intense light when cosmic gas and dust were swallowed by a black hole, and the research team confirmed the presence of massive black holes in the seven galaxies.

According to the research team, because the discovered supermassive black holes were obscured by galactic dust, light from the quasar could not be detected with ground-based telescopes, but by using a space-based telescope they were able to detect the faint infrared light from the quasar.

Yoshiki Matsuoka (松岡良樹), Associate Professor at Ehime University and one of the research team, said, " the combination of the Subaru Telescope, which has a wide field of view for finding galaxies, and a space-based telescope, which has a narrow field of view but extremely high sensitivity, shows an achievement that demonstrates something very powerful."

              So, an international research team has discovered massive black holes shrouded in dust in seven of the galaxies discovered by using the land-based Subaru Telescope in Hawaii, and subsequently also using the space-based James Webb Space Telescope to closely examine them. Apparently, it is a great scientific discovery.

Note:

1. A ​quasi-stellar radio source ("quasar") is a very energetic and distant active galactic nucleus. Quasars are extremely luminous and were first identified as being high redshift sources of electromagnetic energy, including radio waves and visible light, that were point-like, similar to stars. (Wikipedia)

2025年10月5日 星期日

中國以外稀土磁鐵生產競爭揭開序幕(2/2)

Recently the New York Times reported the following:

The Race Is on to Make Rare Earth Magnets Outside China (2/2)

After Beijing exerted its power over the valuable magnets as leverage, other countries started to add production, but only incrementally. And China is far ahead.

By Keith Bradsher- he has covered the rare earths industry since 2009, reported from Narva, Sillamae and Tallinn in Estonia.

Sept. 19, 2025

Updated 6:30 a.m. ET

(continue)

A third company, USA Rare Earth, has built a factory in Stillwater, Okla. The factory is expected to be producing at an annual pace of 600 tons at the end of next year and twice that by early 2027, said David Bushi, the company’s senior vice president of manufacturing. A fourth company, Noveon Magnetics, has built a factory near Austin, Texas.

But these are optimistic forecasts, industry executives said. Building a rare earth magnet factory is easier than running one, and it can take as long as three years to ramp up fully. Quality standards are exacting and require the work of experienced technicians.

A factory needs to be able to make dozens of different kinds of rare earth magnets. One gasoline-powered car can use more than 40 rare earth magnets, often weighing a third of an ounce or less, for the motors in the seats, brakes, side mirrors and other systems. Electric cars need additional magnets.

One reason China is so far ahead in magnets is its near total control over the processing of ore to extract rare earth minerals. Chinese refineries produce over 99 percent of the world’s supply of three kinds of rare earths crucial to making magnets that can resist heat. Many mines in other countries, including the United States, have long shipped their ore to China to be refined.

China’s reach in rare earths extends into other countries. Shenghe Resources, which is partly owned by the Chinese government, has invested in or signed contracts with many of the new rare earth mines and refineries.

Most of the world’s rare earth processing equipment is made by China, which has begun restricting equipment exports. China employs nearly all the world’s technicians working in the refineries, and the government has recently barred most of them from leaving the country.

“It’s not easy to find technical people outside of China,” said Ramón Barúa Costa, the chief executive of Aclara Resources, which is building a rare earth mine in Brazil.

 

In Estonia, a town with fifth-generation technicians

For companies and countries trying to wean themselves off China’s rare earth magnets, a lot is riding on Neo’s operations in easternmost Estonia. Sillamae, where Neo refines rare earths, became a center of shale oil production in the 1920s and rare metals production in the 1980s. Narva, where Neo has built its magnet factory, is on a river bend that juts into Russia.

So close to Russia, Narva seems a peculiar location for a European initiative toward achieving greater self-reliance for critical minerals. In 2022, four months after his invasion of Ukraine, President Vladimir V. Putin of Russia noted the strategic importance of Narva to Russia. Many in Estonia, formerly part of the Soviet Union and now a member of the European Union, were alarmed at his remarks.

In a written reply to questions, Prime Minister Kristen Michal of Estonia said: “Our defense investments, combined with the firm commitments of our allies to the security of our region, are strong guarantees for continued economic prosperity in this part of the world.”

Neo itself has a deep lineage in rare earths. It owns Magnequench, a former General Motors subsidiary that invented applications for rare earth magnets in the 1980s and 1990s. In recent years Neo has shifted part of its rare earths production from China to Sillamae.

Neo’s new magnet factory in Narva has an initial capacity of 2,000 tons, and parts of the factory have already been built for 5,000 tons.

But even ramping up production to 2,000 tons may take three years because of the complexities of running a magnet factory, said Rahim Suleman, Neo’s chief executive, who questioned whether other companies could move faster.

“If you have not done it before,” he said, “you just don’t know.”

Translation

中國外稀土磁鐵生產競爭揭開序幕(2/2

在北京利用其對高價磁鐵的影響力作為籌碼後,其他國家也開始增加產量,但只是逐步地漸進。而中國遙遙領先。

(繼續)

第三家公司 - USA Rare Earth 已在俄克拉荷馬州 Stillwater市建廠。該公司負責製造部門的高級副總裁David Bushi 表示,預計該工廠明年年底的年產量將達到600噸,到2027年初將翻倍。第四家公司 - Noveon Magnetics 已在德州奧斯汀附近建廠。

但業內高層表示,這些都是樂觀的預測。建造一座稀土磁鐵工廠比去營運它容易,可能需要營運長達三年的時間才能完全投入生產。品質標準非常嚴格,需要經驗豐富的技術人員的參與。

一家工廠需要能夠生產數十種不同類型的稀土磁。汽油驅動的汽車可能需要40多個稀土磁鐵,這些稀土磁體的重量通常只有三分之一盎司或更輕,用於座椅、煞車、後視鏡和其他系統的馬達。電動車則需要更多的磁鐵。

中國在磁鐵領域遙遙領先的原因之一是其幾乎完全控制稀土礦物的加工過程。中國的冶煉廠生產了全球三種的稀土元素 99%以上,而這三種元素對於製造耐熱磁鐵至關重要。包括美國在內的許多其他國家的礦場長期以來都將礦石運往中國進行冶煉。

中國的稀土業務範圍已延伸至其他國家。Shenghe資源公司(部分由中國政府所有)已向許多新建稀土礦和精煉廠投資或與它們簽訂合約。

全球大部分稀土加工設備由中國製造,而中國已開始限制設備出口。中國僱用了幾乎所有在精煉廠工作的技術人員,而中國政府最近禁止其中大多數人離開中國。

正在巴西建造稀土礦的Aclara資源公司執行長Ramón Barúa Costa: 「在中國以外尋找技術人員並不容易」。

愛沙尼亞,一座擁有第五代技術人員的小鎮

對於那些試圖擺脫對中國稀土磁鐵依賴的公司和國家來說,Neo公司在愛沙尼亞最東部地區的業務至關重要。 Neo公司在Sillamae 進行稀土精煉, 1920年代它成為頁岩油生產中心,在1980年代成為稀土金屬生產中心。 Neo公司在Narva建造了磁鐵工廠,位於一條伸入俄羅斯的河灣上。

Narva距離俄羅斯如此之近,對於一項旨在實現關鍵礦產更大程度自給自足的歐洲倡議而言,這似乎是一個特殊的地點。 2022年,在入侵烏克蘭四個月後,俄羅斯總統普京指出了納爾瓦對俄羅斯的戰略重要性。愛沙尼亞曾是蘇聯的一部分,現在是歐盟成員國,許多愛沙尼亞人對他的言論感到震驚。

愛沙尼亞總理 Kristen Michal 在書面答覆中表示:我們的國防投資,加上我們盟友對我們地區安全的堅定承諾,是該地區持續經濟繁榮的有力保障。

Neo公司本身在稀土領域有著深厚的淵源。該公司旗下擁有 Magnequench公司,該公司曾是​​通用汽車的子公司,在1980年代和1990年代發明了稀土磁鐵的應用。近年來,Neo已將部分稀土生產從中國轉移到了Sillamae

Neo位於Narva新磁鐵工廠初始產能為2,000噸,一個能達5,000噸的工廠已部分建成。

Neo執行長Rahim Suleman表示,由於營運磁鐵工廠的複雜性,即使將產量提升到2,000噸也可能需要三年時間。他質疑其他公司的進程是可以更快。

: 如果你以前沒有做過 你就不會知道。

So, China is suspending exports of powerful rare earth magnets that many industries around the world can’t live without. The move gives renewed urgency to efforts to develop alternatives. In the United States, four rare earth magnets factories are finishing construction or starting to produce magnets. An especially large factory has just opened in Eastern Europe. Apparent, it will take some time before for the rest of the world can catch up.

2025年10月4日 星期六

中國以外稀土磁鐵生產競爭揭開序幕(1/2)

Recently the New York Times reported the following:

The Race Is on to Make Rare Earth Magnets Outside China (1/2)

After Beijing exerted its power over the valuable magnets as leverage, other countries started to add production, but only incrementally. And China is far ahead.

By Keith Bradsher

Sept. 19, 2025

Updated 6:30 a.m. ET

Nearly six months ago, China sent an unmistakable message about its grip on critical supply chains. Its leaders suspended exports of powerful rare earth magnets that many industries around the world can’t live without.

The move gave renewed urgency to efforts begun in recent years to develop alternatives. In the United States, four factories to make rare earth magnets are finishing construction or starting to produce magnets. An especially large factory has just opened in Eastern Europe.

But the scramble since April has served only to underline the lead that China has after three decades of heavy investment, and how hard it will be for the rest of the world to catch up quickly.

China has used its chokehold on rare earth magnet supplies to gain leverage in trade negotiations with President Trump and with the European Union. Since the initial cutoff, Beijing has allowed some rare earth exports but now keeps tighter reins on them. As a result, Mr. Trump has been more cautious about raising tariffs on China than on countries like India and Brazil, which were not original targets for his tariffs.

China has also restricted rare earth magnet exports to Europe to pressure the European Union to reconsider tariffs on Chinese electric cars.

“Many companies are still encountering significant challenges, with some even threatened by or already experiencing production stoppages” for lack of rare earth magnets, said Jens Eskelund, president of the European Chamber of Commerce in China. Automakers and defense contractors have been the hardest hit in Europe and the United States.

Concern over China’s dominance in rare earths began to bubble up several years ago in agencies of the U.S. government and European Union. Several of the projects now approaching completion were helped along by government financial incentives.

On Friday, the Canadian company Neo Performance Materials opened a factory in Narva, Estonia, that in one fell swoop has nearly doubled the available capacity of Europe and the United States to make magnets. Neo has also installed much of the equipment needed to more than double its factory’s output over the next several years.

Still, the gap with China is large.

North America and Europe together buy nearly 40,000 tons of rare earth magnets annually for cars, robots, drones and other products, almost all of it purchased from China, according to Adamas Intelligence, a firm in Toronto that tracks the industry.

Countries outside Asia have been manufacturing fewer than 2,000 tons of rare earth magnets a year, mainly in Germany and Finland. Japanese companies have been making an additional 25,000 tons annually in Japan and Vietnam, primarily for automakers and other customers in Japan and South Korea.

China, by contrast, produces more than 200,000 tons of rare earth magnets a year. Many of the magnets go into motors and other devices made in Chinese factories as part of China’s vast exports of manufactured goods

A global game of catch-up

Companies working to increase production outside China are making progress, but it’s slow.

VAC Group of Germany, which has been Europe’s main rare earth magnet manufacturer, plans to commission a factory in Sumter, S.C., next month with a capacity of nearly 2,000 tons a year, said Erik Eschen, the company’s chief executive.

Using American workers who did up to 18 months of training at VAC’s factories in Germany, the company expects to run the South Carolina facility at full capacity by the end of March, he said. It could nearly double capacity in 18 months, he added.

MP Materials, which owns the Mountain Pass rare earths mine on the California-Nevada border, is finishing a 1,000-ton factory in Texas. It will initially supply General Motors. MP Materials intends an expansion and a second factory to bring total annual production to 10,000 tons within a few years. The company got a boost this summer when the Defense Department agreed to invest $400 million.

(to be continued)

Translation

中國外稀土磁鐵生產競爭揭開序幕(1/2

在北京利用其對高價磁鐵的掌控力作為籌碼後,其他國家也開始增加產量,但只是逐步地漸進。而中國遙遙領先。

近六個月前,中國明確釋放了對關鍵供應鏈控制的訊號。中國領導人暫停了全球許多產業賴以生存的強力稀土磁鐵的出口。

此舉再次凸顯了近年來開發替代品的迫切性。在美國,四家稀土磁鐵生產工廠即將完工或開始生產。東歐一家規模較大的工廠剛剛開幕。

但自四月以來的爭奪戰,反而凸顯了中國在三十年巨額投資後所取得的領先地位,以及世界其他國家想要迅速趕上中國將有多麼困難。

中國利用其對稀土磁鐵供應的控制,在與特朗普總統和歐盟的貿易談判中獲得籌碼。自最初禁止稀土出口以來,北京方面允許了部分稀土出口,但現在對其控制更為嚴格。因此,特朗普對提高對華關稅的態度比對印度和巴西等國家更為謹慎,而這些國家最初並非是特朗普加徵關稅的目標。

中國也限制稀土磁鐵向歐洲出口,以迫使歐盟重新考慮對中國電動車徵收關稅。

中國歐盟商會會長Jens Eskelund 表示:許多公司仍然面臨重大挑戰,有些公司甚至面臨停產威脅,甚至已經面臨停產 ,原因是稀土磁鐵短缺。在歐洲和美國,汽車製造商和國防承包商受到的打擊最為嚴重。

幾年前,美國政府和歐盟各機構開始對中國在稀土領域的主導地位感到擔憂。目前即將完工的幾個項目是得益於政府的財政激勵措施。

上週五,加拿大公司 Neo Performance Materials在愛沙尼亞納爾瓦開設了一家工廠,一舉使歐洲和美國的磁鐵產能幾乎翻了一番。 Neo 也安裝了未來幾年工廠產量翻倍所需的大部分設備。

然而,與中國的差距仍然很大。

據多倫多一家追蹤稀土產業的公司 Adamas Intelligence稱,北美和歐洲每年共購買近4萬噸稀土磁鐵,用於汽車、機器人、無人機和其他產品,幾乎全部從中國購買。

亞洲以外的國家每年生產的稀土磁鐵少於2,000噸,主要集中在德國和芬蘭。日本公司每年在日本和越南額外生2.5萬噸稀土磁鐵,主要供應日本和韓國的汽車製造商和其他客戶。

相比之下,中國每年生產超過20萬噸稀土磁鐵。這些磁鐵中許多用於中國工廠生產的馬達和其他設備,是中國大量出口製成品的一部分。

 

一場全球追趕的遊戲

致力於在中國以外地區增產的公司正在取得進展,但進度緩慢。

德國VAC集團一直是歐洲主要的稀土磁鐵製造商,該公司執行長 Erik Eschen 表示,該公司計劃下個月在南卡羅來納州薩 Sumter市投產一家年產能近2,000噸的工廠。

他表示,該公司將使用在VAC德國工廠接受長達18個月培訓的美國工人,預計南卡羅來納州的工廠將在3月底達到最大運作量。他還補充說,該工廠的產能可能在18個月內翻倍。

擁有位於加州和內華達州邊界的Mountain Pass稀土礦的 MP Materials公司,目前正在德克薩斯州完成一座產能為1,000噸的工廠的建設。該工廠最初將為通用汽車供貨。MP Materials 計劃擴建工廠並建造第二座工廠,以便在幾年內將年產量提升至1萬噸。今年夏天,美國國防部同意投資4億美元,這對該公司發展起到了推動作用。

(待續)